To use this template go to your Dashboards page and click Create Dashboard.

Next, name your dashboard - we recommend using names like “Client Name Report” or “Client Name”. 

Click on Start from Template.

From the Social Reports segment select Agency Social Report and click on the Create button.

When the process of creating a template is finished, you will have to connect your data sources.

Connect your Facebook Social account by clicking on any widget that has “Set Data” on it.

If you don’t have any Facebook Social accounts connected, add one by clicking on the + button, or on the hyperlinked “here” text.

Once you’ve finished connecting your Facebook Social account select your:

  • Integration/Account
  • Page

Click on the Update button and all of the Facebook Social widgets will be automatically updated. 

Scroll over to the LinkedIn Social segment of the template.

Connect your LinkedIn Social account by clicking on any widget that has “Set Data” on it.

If you don’t have any LinkedIn Social accounts connected, add one by clicking on the + button, or on the hyperlinked “here” text.

Insert Custom Account Name (though, this isn’t really crucial for the process). Simply name it something like “LinkedIn Social Account Data” and click Submit.

Once you’ve finished connecting your LinkedIn Social account select your:

  • Integration/Custom Account
  • Organization

Click on the Update button and all of the LinkedIn Social widgets will be automatically updated.

Scroll over to the Instagram segment of the template.

Click on any widget that has “Set Data” on it.

If you don’t have any Instagram accounts connected, add one by clicking on the button or on the hyperlinked “here” text.

After connecting your account select your Integration, as well as your Page (Profile).

Click on Update and all of your Instagram widgets will automatically be updated.

After connecting your sources we recommend adding your own logo, as well as your client’s.

And don’t forget to delete the first explainer widget! :)


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